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September 26 @ 5:00 pm - 7:00 pm
Join Heather MacDonald, Portfolio Manager and Financial Planner (Valcore Planning Solutions/Manulife Securities Incorporated) to receive timely insight on important tax and investment management tips that are unique (or important reminders!) as you create or update your financial plan this fall. These hot topics in tax, estate and portfolio management help connect a planning approach of financial management to YOUR goals- to grow and protect your family’s net worth.
Heather MacDonald, BSc., CFP, CIM
Portfolio Manager, Financial Planner, Manulife Securities Incorporated
Life Insurance Advisor | Manulife Securities Insurance Inc.
Connect with me on LinkedIn https://ca.linkedin.com/in/heathermacdonaldcfp
P: 613-594-3493 x 229
Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services. If you prefer not to receive future emails, please respond with unsubscribe in the subject line. To ensure that trading instructions are received and executed timely and accurately, please do not send any trading instructions via e-mail. Please contact me directly at 613-594-3493